TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers.  Privately owned for almost 50 years, TRI-AD's hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants.  TRI-AD is not a volume shop or a "cookie cutter"​ benefits administrator.  We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients...not the other way around.  TRI-AD's one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants.

Employee Benefits

Insurance

TRI-AD

TRI-AD's headquarters in Escondido, CA, United States

Bob Krier

Nick T.

Felix Pangelinan

Jason Waite

Wendy Schulz

Chris Cerone

Jennifer Thomas

Daniel Makuta

Jacob Abers

Vicki Joy

Joshua Sparks

Shirley Hamilton

Christine J.

Michale Torres

Russell Byrom

The Finance and Operations Team at TRI-AD is responsible for overseeing the financial integrity and operational efficiency of the company's benefits administration services. This team manages banking and reconciliation processes, ensures compliance with financial regulations, and collaborates closely with the Human Resources and Health and Welfare divisions to optimize service delivery. Through strategic analysis and effective resource management, they support TRI-AD's commitment to offering tailored and high-quality benefits solutions for mid-market employers.

Finance and Operations Team

The Leadership Team at TRI-AD is responsible for setting the strategic direction and vision of the company, ensuring alignment with its commitment to exceptional client relationships and personalized service. They oversee financial and operational health, compliance adherence, and the development of innovative solutions tailored to the unique needs of mid-market employers, ultimately guiding the organization to achieve its goals while fostering a culture of collaboration and accountability.

Leadership Team

The Client Services Team at TRI-AD is dedicated to fostering strong relationships with mid-market employers by providing personalized support and tailored solutions for their benefits administration needs. Comprised of specialized managers, this team ensures seamless communication and proactive service, addressing client inquiries, managing issues, and delivering exceptional experiences for both employers and their plan participants. Their focus on high-touch service enables TRI-AD to adapt to each client's unique requirements, enhancing satisfaction and long-term partnerships.

Client Services Team

TRI-AD

Org chart

Teams

Finance and Operations Team

Leadership Team

Client Services Team

Offices

TRI-AD

Org chart

Teams

Finance and Operations Team

Leadership Team

Client Services Team

Offices

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